Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOTALING INVESTMENT MANAGEMENT LLC | COM | 351 | $1,651,000 | 14,049 | 0.75 | 0.58 | 3,517 | 33.39 | 12-31-2022 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 352 | $1,568,852 | 13,990 | 0.00 | 0.00 | 1,911 | 15.82 | 03-31-2024 |
COLUMBIA ASSET MANAGEMENT | COM | 353 | $1,523,000 | 13,815 | 0.31 | 0.31 | 0 | 0.00 | 03-31-2024 |
PACER ADVISORS INC | Common Stock - Domestic | 354 | $1,507,934 | 13,706 | 0.00 | 0.00 | 1,919 | 16.28 | 06-30-2023 |